LLoyd Jones | Investment

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A trusted partner A trusted partner

A trusted partner

Lloyd Jones creates value in our acquisitions via various strategies, from capital improvements, to our hands-on management, to simply knowing what to buy, when to buy, and when to sell.

With a highly selective $750 million in assets under management and a realized IRR of 27.83%, we capitalize on our 40 years of experience to find/create investment opportunities for our partners.

Asset management Asset management

Asset management

Asset management is a critical component of the investment process. Our asset management group monitors the strategic plans for each property to ensure business goals are being met. They study market trends and the macro economics of each market. In addition, they review, on a very micro level, the monthly financial statements of each asset and monitor capital improvements. Finally, they help determine the right time for asset disposition.

 

Investment strategies

Value-Add

Lloyd Jones identifies high-potential but underperforming apartment communities in markets with strong demographic fundamentals. Purchased at a discount to replacement cost, these assets can benefit from Lloyd Jones’ professional management and a capital improvement strategy that creates value.

Core Plus

Located in dynamic areas, these properties require minimal capital expenditure and present investors with stable cash flow.

Opportunistic

When investment opportunities present themselves, Lloyd Jones is ready to tackle the challenge. These assets typically require a major turn-around effort and substantial capital investment but can yield outsized returns for our investors.

Asset classes

Multifamily

Multifamily

Regardless of the economic cycle, multifamily remains a high-performing asset class, especially middle-income and workforce housing.

To provide strong returns for our investors, we look for 1980+ vintage communities of 150+ units in vibrant, high-growth locations, focusing on Texas, Florida, and the Southeast.

Subject to a stringent underwriting process, we acquire assets that project excellent cash flow and capital appreciation. This strategy has provided an enviable track record over the past 10 years.

Senior Housing

Senior Housing

Driven by demographic demand,
senior housing will be the preferred asset class for the next 15 years. Underserved, with an exploding population, the senior housing market is virtually unlimited.

The current environment offers opportunities to acquire assets below replacement value.

Lloyd Jones can turn these facilities into modern, up-to-date communities comparable to new construction.
But, a lower rent structure makes them affordable to a larger market.

Distressed Hotels

Distressed Hotels

The hospitality industry has been decimated by the Covid pandemic. The silver lining is the real estate. Hotels present a unique opportunity for renovation and redevelopment into senior housing. Already designed with abundant amenities, they can be completely modernized and repositioned at a fraction of the cost and time of ground-up construction.

Track record

Our investments enjoy an enviable track record, providing our partners with a stable cash flow and sizable capital appreciation.
• Total investment/development since 1990: $1.2 billion
• Units under management: $750 million
• Average gross IRR of realized investments: 27.83%
• Average equity multiple of realized investments: 2.2X

Call 305 415 9910 to speak to an investor relations team member.

Who can invest with Lloyd Jones?

Our investment partners include institutions, family offices, private investors, and our own principals.

Advantages of multifamily
real estate investing

  • Cash flow. Multifamily real estate provides a steady, dependable cash flow.
  • Potential capital appreciation. You should get back more than you invest.
  • Tax benefits. Check with your tax accountant to determine your particular situation.
  • Stability. Real estate does not experience the roller coaster fluctuations of the stock market.
  • Hedge against interest rate increases. We lock in an initial rate at acquisition.
  • Hedge against inflation. Your property value increases with inflation.
  • Diversification. Uncorrelated to stock and bond markets, real estate balances your investment portfolio as it is unaffected by corporate earnings reports and market whims.

A history of excellence

Our vertically integrated company has four decades of multifamily experience through multiple economic cycles.

Lloyd Jones advantages

  • We focus on markets we know. Our local teams assist in identifying market trends and high-potential opportunities.
  • We focus on products we know: multifamily and senior housing.
  • Our dedicated, in-house investment/analyst teams perform stringent underwriting and due diligence, backed by the resources and experiences of our multifamily and senior housing management divisions.
  • We are an owner/operator. We don’t allocate our funds to others to invest for us. We make direct investments. Thus, our investors save an entire level of fees and can expect greater returns—as well as a greater say in the investment itself.
  • And Lloyd Jones always shares the risk, by investing its own funds in every investment.

Request more information about investment opportunities